+151.1%
HBAN vs PBR
+1,899.4%
-1,748.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -1.0% | +5.4% | -6.4% | -2.4% |
| 30D | -5.6% | +22.9% | -28.5% | -11.0% |
| 3M | -1.1% | +19.6% | -20.8% | -6.5% |
| 6M | +9.9% | +16.5% | -6.6% | +4.1% |
| YTD | -0.9% | +86.7% | -87.6% | -18.2% |
| 1Y | -1.4% | +74.7% | -76.1% | -17.3% |
| 3Y | +78.2% | +102.6% | -24.4% | +40.5% |
| 5Y | +37.0% | +566.6% | -529.6% | -27.0% |
| 10Y | +158.9% | +686.1% | -527.2% | +13.4% |
| All | +151.1% | +1,899.4% | -1,748.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PBR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling